Civic Intelligence

The Duncan Fund

EIN 74-6064309 • Houston, TX

600 Travis Suite 3550Houston, TX 77002
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

10th percentile

-36%

Higher net margin than 10% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

16th percentile

-4.8%

Faster asset growth than 16% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

32%

Faster revenue growth than 74% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$14,160,179

Down $720,431 (-4.8%) from 2023

Liabilities

Down

$707

Down $941 (-57%) from 2023

Net Assets

Down

$14,159,472

Down $719,490 (-4.8%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin10th percentile

Revenue

Up

$2,024,761

Up $489,955 (+32%) from 2023

Expenses

Down

$2,744,251

Down $198,022 (-6.7%) from 2023

Net Income

Up

-$719,490

Up $687,977 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $3,749,232Liabilities 2011: $02011Assets 2012: $3,628,044Liabilities 2012: $02012Assets 2013: $3,813,906Liabilities 2013: $02013Assets 2014: $9,007,844Liabilities 2014: $1,4682014Assets 2015: $7,491,968Liabilities 2015: $1432015Assets 2019: $17,212,175Liabilities 2019: $0Net Assets 2019: $17,212,1752019Assets 2020: $17,156,013Liabilities 2020: $0Net Assets 2020: $17,156,0132020Assets 2021: $16,876,477Liabilities 2021: $0Net Assets 2021: $16,876,4772021Assets 2022: $16,288,999Liabilities 2022: $2,570Net Assets 2022: $16,286,4292022Assets 2023: $14,880,610Liabilities 2023: $1,648Net Assets 2023: $14,878,9622023Assets 2024: $14,160,179Liabilities 2024: $707Net Assets 2024: $14,159,4722024

Highlighted filing

2024

Assets$14,160,179
Liabilities$707
Net Assets$14,159,472
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $139,519Expenses 2011: $287,930Net Income 2011: -$148,4112011Revenue 2012: $59,585Expenses 2012: $180,773Net Income 2012: -$121,1882012Revenue 2013: $357,394Expenses 2013: $127,669Net Income 2013: $229,7252013Revenue 2014: $5,364,264Expenses 2014: $176,794Net Income 2014: $5,187,4702014Revenue 2015: $234,114Expenses 2015: $1,748,665Net Income 2015: -$1,514,5512015Revenue 2019: $3,312,800Expenses 2019: $2,361,748Net Income 2019: $951,0522019Revenue 2020: $2,799,725Expenses 2020: $2,455,763Net Income 2020: $343,9622020Revenue 2021: $1,673,584Expenses 2021: $1,946,718Net Income 2021: -$273,1342021Revenue 2022: $2,255,655Expenses 2022: $2,841,408Net Income 2022: -$585,7532022Revenue 2023: $1,534,806Expenses 2023: $2,942,273Net Income 2023: -$1,407,4672023Revenue 2024: $2,024,761Expenses 2024: $2,744,251Net Income 2024: -$719,4902024

Highlighted filing

2024

Revenue$2,024,761
Expenses$2,744,251
Net Income-$719,490
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,160,179
Liabilities
$707
Net assets
$14,159,472
Revenue
$2,024,761
Expenses
$2,744,251
Net income
-$719,490
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$2.02$2.74$0.72
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.00$14.9$1.53$2.94$1.41
2022Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$2.26$2.84$0.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$0.00$16.9$1.67$1.95$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$0.00$17.2$2.80$2.46$0.34
2019Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$3.31$2.36$0.95
2015Summary only. Only limited summary data is available for this year.$7.49$0.00$0.23$1.75$1.51
2014Summary only. Only limited summary data is available for this year.$9.01$0.00$5.36$0.18$5.19
2013Summary only. Only limited summary data is available for this year.$3.81$0.00$0.36$0.13$0.23
2012Summary only. Only limited summary data is available for this year.$3.63$0.00$0.06$0.18$0.12
2011Summary only. Only limited summary data is available for this year.$3.75$0.00$0.14$0.29$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
A S DUNCANPresident-$0--
M A DINGUSVice President-$0--
C W DUNCAN IIIVice President-$0--
L D MEINHARDTSec/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Duncan Fund
EIN
74-6064309
Phone
7132265035
Address
600 TRAVIS SUITE 3550, HOUSTON, TX 77002

Signing Officer

Name
Charles W Duncan III
Title
Vice President
Phone
7132265035
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Preparer
Laura Meinhardt
Phone
7132265035
Raw XML Appendix304 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO GRANTS MADE TO OR CONSIDERATIONS FROM INDIVIDUALS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANNE S DUNCAN
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01532759
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01430033
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06311552
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0112
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt074569
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt119213
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt221339
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt074569
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt119213
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt221339
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4307
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EAGLE INCOME APPREC. II LP K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt012844
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt042067
TaxesSchedule/TaxesDetail/Amt014946
TaxesSchedule/TaxesDetail/Amt118500
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles W Duncan III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum07132265035
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DUNCAN FUND
ReturnHeader/Filer/BusinessNameControlTxt0DUNC
ReturnHeader/Filer/EIN0746064309
ReturnHeader/Filer/PhoneNum07132265035
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ReturnHeader/PreparerPersonGrp/PhoneNum07132265035
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA MEINHARDT
ReturnHeader/ReturnTs02025-11-14T10:57:00-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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